The What Matters Most Podcast by My Bank First United Bank & Trust
The What Matters Most Podcast by My Bank First United Bank & Trust
Latest Episodes
What Matters Most - Monthly Economic Update for November 2023 with Megan Kinsinger
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2023.
What Matters Most - Navigating Beneficiary Updates with John Hetrick
Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, Joh...
What Matters Most - Year End Planning with Kolby Abruzzino
In today's episode of 'What Matters Most', we engage in a timely discussion on Year-End Planning with our guest, Kolby Abruzzino, a Certified Financial Planner and Wealth Advisor at First United's wealth management department. Together, we expl...
What Matters Most - October 2023 Update with Brad Bolyard
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for October 2023.
What Matters Most - Charitable Giving with Julia Hershman
In today's episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of kindness; they are intertwined with motivations, ...